Investing Principles

Investment Basics
Review these enduring investing principles and remember that when you invest for the long-term it’s time, not timing that matters most.

Investing in Mutual Funds
Access some of the more appealing features of a well-devised investment portfolio through mutual fund investing.

Understanding Risk
Understanding the relationship between risk and reward is critical to your long-term investment strategy.

The Infinite Loop
Through global travel and ongoing research, Waddell & Reed has identified a number of themes, trends, innovations and opportunities for investors. It's a concept we call The Infinite Loop.

The products and services described in this website are for U.S. residents only. The products and services offered within this site are available through our financial advisors. Waddell & Reed financial advisors may only conduct business with residents of the states for which they are properly registered. Some products and services mentioned may not be available in all states or to all clients. Brokerage, investment and financial advisory services are made available through Waddell & Reed, Inc.

Certain Waddell & Reed offices are located in banks, credit unions and other financial institutions. Investment products offered by Waddell & Reed, Inc. on the premises of financial institutions are not insured by the FDIC, are not deposits or other obligations of the financial institution and are not guaranteed by the financial institution, and are subject to investment risks, including possible loss of the principal invested.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus, or if available, a summary prospectus, containing this and other information for the mutual funds offered by Waddell & Reed, call your financial advisor or click here. Please read the prospectus or summary prospectus carefully before investing.

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